Your Trusted Insurance and Tax Partner

Welcome! I’m Tonia Perry, a dedicated life insurance agent and tax preparer based in Cleveland, Ohio. With years of experience and a passion for helping others, I specialize in providing tailored solutions to secure your financial future.

Whether you’re looking for the right life insurance plan—term, whole, indexed, or final expense—or need expert tax preparation services, I’m here to guide you every step of the way. My approach is simple: I focus on education, transparency, and building trust, so you feel confident in your decisions.

I’m proud to offer virtual services, making it easy for clients in Cuyahoga County to connect via phone or Zoom. Let’s work together to create a plan that fits your needs and goals.

Feel free to reach out anytime—I look forward to helping you secure your fu ture!

Why Choose Me?

Local expertise with a personal touch.

Flexible, virtual appointments via phone or Zoom.

Transparent pricing with no hidden fees.

Insurance and Tax Services

Offering life insurance and tax preparation services, primarily virtual for Cuyahoga County clients.

Tax Preparation Services

Simplify your taxes with fast, accurate, and stress-free filing services tailored to your needs:

Individual Tax Preparation

Perfect for employees, freelancers, and retirees. Includes filing of state, federal, and RITA taxes. Starting at $150

Small Business Tax Preparation

Designed for sole proprietors and small business owners. Ensure accurate deductions and compliance. Starting at $250

Bank Products - Get your refund faster with refund advances and direct deposit options. Perfect for clients looking for quick access to their funds.

Refund Advances Available

Life Insurance:

Protect your loved ones and plan for the future with our personalized life insurance options:

Term Life Insurance

Affordable coverage for a set period, perfect for young families or those looking to protect their income.

Starting at $20/month

Whole Life Insurance

Lifetime coverage with a cash value component, ideal for those wanting long-term financial security.

Starting at $50/month

Indexed Universal Life Insurance

Flexible coverage with the potential for cash value growth tied to market performance, great for building wealth while staying insured.

Contact for a Quote

Final Expense Insurance

Coverage designed to cover funeral costs and outstanding bills, providing peace of mind for families.

Starting at $30/month

Schedule your free consultation to explore your life insurance options or get your taxes done with ease.

★★★★★

Get In Touch

Reach out for life insurance and tax preparation services. We're excited to assist you virtually!